Default Appointment Type with Templates and Ledger codes (Click HERE)
Page Content (Click on blue titles):
-
Schedule
- Delete / Change (Read Notes)
- Examples
Schedule
- Create appointment
- Click on Recurrence tab
Repeats - Daily, Weekly, Monthly, Yearly
Every - 1-30 Repeats
End - After # of Occurrences OR On a specific date (Displays dates in Results)
- e.g. Recurring appointment every week on Friday for the next 2-3 weeks
Results - Displays all the date(s) according to the Repeat settings
Conflicting - Appointment date(s) that have a conflicting appointment
- Overlap (Overlap All above first conflict dropdown)
- Change time
Recurring Appointments: display in the Recurrence tab at all times:
Delete / Edit Recurring Appointments (including Locked appointments, for more information - Click HERE)
If one or more of the recurring appointments need to be changed, these will display:
NOTE: Pending = from your current date and time and is not at least Checked-In.
Example:
- If the day you create a future appointment is Monday and you create the 1st future appointment for Tuesday, 3 days of recurring appointments will land on Tuesday, Wednesday, and Thursday.
- On Tuesday after the first appointment is Checked-Out, if you are in the Single Day view (Not Week view) and/or Edit / Delete and click Pending the 3rd future (Thursday) appointment in the series, you will NOT see the 2nd (Wednesday) appointment be changed.
- NOTE: The 2nd (Wednesday) is still a future appointment even though you are changing an even further future appointment on Thursday.
- NOTE: Delete All Appointments does delete ALL Future and Past appointments even if Past appointments are Checked-In or Checked-Out or Locked!
- It literally deletes ALL Appointments!
Examples
Daily:
- Every 1 day = Daily Activity
- Every 2 days = Every other day at the same time
- Every 1 weeks = Weekly Meeting (Choose which day(s) of the week to repeat) at the same time
- Every 2 Weeks = Every other week (Choose which day(s) of the week to repeat) at the same time
- Every 1 Month = Monthly meeting (Choose which day of the Month to repeat) at the same time
- e.g. BestNotes bills on day 1 = 1st of each month
- e.g. Monthly meeting that occurs on the second Monday of each month
Every 2 Months = Every other month
-
Every 1 Year = Yearly Meetings (Choose which day of the Year to repeat) at the same time
- e.g. Holidays (New Years January 1 = 1st)
OR
-
- e.g. Yearly Review / Taxes (The Second Monday of ...___)
End - After # of Occurrences OR On a specific date (Displays dates in Results)
- # = how many times an appointment Repeats
- 2 = 2 Appointments (1 appointment and 1 repeat)
-
On opens a date selector (wizard)
- Appointment will repeat according to Daily Weekly, Monthly, Yearly settings until that date
- e.g. Holidays (New Years Day appointment to repeat for 5 years)
- e.g. Weekly meeting to repeat all year
For more documentation and reports, click HERE.